PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
743.76 - 757.57
479.80 - 796.25
8.25M / 11.73M (Avg.)
27.40 | 27.58
Helps investors judge whether earnings growth is driven by sustainable operations or temporary factors. Consistent, organic income expansion can justify a higher intrinsic value for patient, long-term investors.
14.08%
Similar revenue growth to TWLO's 13.75%. Walter Schloss would investigate if similar growth reflects similar quality.
2.14%
Cost growth less than half of TWLO's 8.25%. David Dodd would verify if cost advantage is structural.
16.79%
Similar gross profit growth to TWLO's 18.56%. Walter Schloss would investigate industry dynamics.
2.37%
Margin expansion 50-75% of TWLO's 4.22%. Martin Whitman would scrutinize competitive position.
10.17%
Similar R&D growth to TWLO's 10.71%. Walter Schloss would investigate industry innovation requirements.
11.31%
G&A growth while TWLO reduces overhead. John Neff would investigate operational differences.
0.97%
Marketing expense growth less than half of TWLO's 43.52%. David Dodd would verify if efficiency advantage is sustainable.
-66.67%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
7.41%
Operating expenses growth less than half of TWLO's 14.93%. David Dodd would verify sustainability.
6.09%
Total costs growth less than half of TWLO's 12.46%. David Dodd would verify sustainability.
150.00%
Interest expense change of 150.00% while TWLO maintains costs. Bruce Berkowitz would investigate control.
0.44%
D&A growth less than half of TWLO's 37.01%. David Dodd would verify if efficiency is sustainable.
24.60%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
9.22%
EBITDA margin growth 1.25-1.5x TWLO's 7.63%. Bruce Berkowitz would examine sustainability.
36.44%
Operating income growth while TWLO declines. John Neff would investigate advantages.
19.60%
Operating margin growth exceeding 1.5x TWLO's 5.43%. David Dodd would verify competitive advantages.
100.00%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
36.59%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
19.73%
Pre-tax margin growth exceeding 1.5x TWLO's 4.03%. David Dodd would verify competitive advantages.
31.90%
Tax expense growth less than half of TWLO's 140.74%. David Dodd would verify if advantage is sustainable.
40.47%
Net income growth while TWLO declines. John Neff would investigate advantages.
23.09%
Net margin growth exceeding 1.5x TWLO's 2.79%. David Dodd would verify competitive advantages.
44.44%
EPS growth exceeding 1.5x TWLO's 7.14%. David Dodd would verify competitive advantages.
38.89%
Diluted EPS growth exceeding 1.5x TWLO's 7.14%. David Dodd would verify competitive advantages.
0.52%
Share count reduction exceeding 1.5x TWLO's 17.77%. David Dodd would verify capital allocation.
0.49%
Diluted share reduction exceeding 1.5x TWLO's 17.77%. David Dodd would verify capital allocation.